How do I manage phone numbers in the Customer Portal?

Phone Numbers may be updated or deleted at any given time and at any given level, such as:

• Business Level
• Business Unit Level
• Program Level

Phone Number Dashboard

View Phone Number Assignment

1. Select Phone Numbers on the Main Navigation Panel.
2. Click on the three (3) dots for the desired phone number.
3. Click View Assignments.

A pop-up will display the assignments for the selected phone number: 

• Selected phone number
• Phone number’s business.
• Phone number’s business unit.
• Phone number’s program.
• Phone number’s display name.
• Phone Number’s program duration.

• Select Close when viewing is complete

Edit Call Purpose

1. Select Phone Numbers on the left-hand main navigation panel.
2. Click on the three (3) dots for the desired phone number.
3. Click Edit.
4. Click on the Call Purpose arrows to display the dropdown options.
5. Select the new Call Purpose for that phone number.
6. Click Save.

Delete Phone Numbers

From the Business or Business Unit level Navigation Panel

1. Click Phone Numbers on the Main Navigation Panel.
2. Click Manage Phone Numbers.
3. Click Delete Phone Numbers.

Remove a Single Phone Number

1. Click Phone Numbers on the Main Navigation Panel.
2. Click the three (3) dots for the dropdown menu. 
3. Click Remove from the dropdown list.
4. Click Remove on the warning message box.

Manually Delete Phone Number

Upon reaching the Delete Phone Numbers portal page, the default is Manual.

1. Confirm Manual is underlined with the blue line.
2. Enter the phone number to be deleted. A green checkmark will confirm the number has been entered correctly.
3. Click Add to Delete List. 
4. Click Delete.
5. Click Ok.

A pop-up will display the deleted phone number or numbers under the Removed Numbers section, along with a total count. Any rejected numbers will be displayed, along with a total count and a reason for rejection, under the Rejected Numbers section.